Ian Joseph Rivero
Investment adviser representative at Power Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$429.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Power Wealth Management LLCMar 2023 to now
- Calamos Wealth Management LLCJan 2017 to Mar 2023
- Baker Avenue Asset Management LPJan 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (GA, VA).
Power Wealth Management
Legal name: Power Wealth Management LLC
$429.9MAssets managed
253Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5690690
- Firm CRD
- 315101